I was hoping the community could help with an issue... We'd like to be able to have the default view for a project task list collapsed to a parent level (hopefully one that can be at a second or third parent level), but we have not been able to do so. Is there a setting that enables this? One of our...
Hello, I'm having some trouble setting up an approval process for my Marketing AC who just has a reviewer license. She wants to receive a notification that there's a request for her review, be able to view, make edits and then approve the request. Once she approves the request, it automatically pops...
Hi all, Let's say I have: "Master Project" with "Task B" and "Task B" has a cross-project predecessor defined as "Sub Project","Sub Project Task 3". My task report on the master project works great. That code is outline below. What I need is the reverse, which is a task report on "Sub Project" showi...
Is there a way to create a report to show which custom reports are attached to which projects? For example, how would someone create a report that would indicate that Project #1 has custom form X and Y attached, Project #2 only has custom form Y and Project #3 has no custom forms attached? Any ideas...
All, I've been trying to edit a custom form for my company, and every time I click "Save & Close" an error message regarding cascade rule match values pops up. Does anyone know how to check on these cascade rules? It seems that all the display rules for the fields on the form are accurate. Any sugge...
Hi I am pulling my hair out about Notifications. I've been through the list a dozen times and I can't find what I want to do. I know this is simple, I just can't find the right combination of Notifications. I'm wondering if my problem is in the personal setups vs the system setups. I can't figure it...
Hi All, Calling all WF experts! I'm trying to add users to a project, even though they are not assigned to any tasks, but I want them to be included on the project team. I've gone to People - Staffing - Add Users , but not everyone in the system is popping up as option. I've already gone into the se...
Hello, I am new to the community and did research without success to answer the question below: I can't figure out how to display the last task status update in a report regardless who made the updates. Currently, only status updates added by the task owner display: I want to display the last update...
Hi everyone! I've collapsed down a list of ideas that we have upvoted within our internal team and would appreciate your support too! Managing Tasks/Approvals Prevent Task from Being Marked as Complete If Required Fields on Custom Form Attached to the Task Are Blank Routing Custom Forms for Appr...
And you can combine this with other filters EXISTS:a:$$EXISTSMOD=EXISTS EXISTS:a:$$OBJCODE=ASSGN EXISTS:a:assignedToID_Mod=isblank EXISTS:a:roleID=58bdc087000775373be69ebe12a1df11 EXISTS:a:taskID=FIELD:ID project:statusEquatesWith=CUR project:statusEquatesWith_Mod=in And last one for the cr...